Setting Segments in Templates
Set Segment feature allows you to set conditions and style for any text you highlight in your contract template. The condition for the segment's visibility can be set from the expression builder. The segment can consist of the highlighted text, a clause, a group of text across clauses, or text with fields. You can leverage this feature to create a template that can show or hide different segments of text in the generated contract based on the conditions set by you. The expression builder is fully integrated with the objects and fields in your Salesforce Org.
Segments are not supported in headers or footers in templates.
To make a Segment Conditional in a template
You see a success message and your segments are added as Segment
Conditional to the segments list in the Segment pane. A Lighting icon () is displayed next to the newly added
segment. Click the Lighting icon (
) to view the conditions added to the particular segment.
Selecting the segment name from the list highlights that segment in the template document.
To view or edit a segment condition
- Open Microsoft Word and log in to X-Author for Contracts Advanced.
-
From the Contracts pane, click the Home icon (
) and select Templates.
-
In the Templates pane, go to Work tab, click the Dropdown icon (
)and select Segments.
-
Select the Segment from the segments list and click the Settings icon (
) next to the segment name. This opens the Segment Settings page. where the Segment Type is set to Conditional for that segment. To edit the conditional, click the Edit button (
) next to Condition. At the time of agreement generation, if your conditional value evaluates to true, the associated segment is shown in the agreement document.
To create a nested segment
A nested segment is one where you can insert a segment inside an existing segment. To insert nested segment:
To delete a conditional segment in a template
Your segment is successfully deleted and the content control boundary of your segment is removed.
To set a style for a segment in a template
The segment is added as Segment Regular to the segments list in the Segment pane.
Selecting the segment name from the list highlights that segment in the template document.
To view or edit a segment style
To delete a style for a segment in a template
Your segment is successfully deleted and the content control boundary of your segment is removed.